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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,521 | $154,228-76.3% | $145,433-74.9% | $137,256-73.4% |
| Participation rate | 60.9% | 83.8%-22.9pp | 82.1%-21.2pp | 80.0%-19.1pp |
| Annual return | 19.70% | 74.59%-54.9pp | 66.58%-46.9pp | 220.34%-200.6pp |
| Employer contribution / active EE | $1,968 | $4,804-59.0% | $4,554-56.8% | $4,156-52.7% |
| Participant deferral / active EE | $2,922 | $8,216-64.4% | $7,897-63.0% | $6,407-54.4% |
| Admin fee / account holder | $737 | $14,344-94.9% | $13,129-94.4% | $12,270-94.0% |